What is the SAGE AI Agent in Groups?
The SAGE AI Agent in the Groups section is an intelligent assistant that helps you maintain clean, campaign-ready groups.
It actively analyzes your groups and suggests actions to improve segmentation and reduce clutter.
What actions does the SAGE AI Agent provide?
The SAGE AI Agent offers three primary actions:
Find empty groups
Identifies groups that currently have no contacts.
This helps you remove unused groups and keep the workspace organized.
Allows you to combine multiple source groups into a single target group.
This is useful when:
Campaigns require a unified audience
Older groups need consolidation
SAGE ensures contacts are moved safely without duplication.
Clean unused groups
Suggests groups that haven’t been actively used and may no longer be relevant.
Cleaning unused groups helps:
Reduce segmentation confusion
Improve targeting accuracy
Keep the dashboard clutter-free
How does Quick Merge work?
The Quick merge feature lets you consolidate groups efficiently.
Steps:
Select one or more source groups
All contacts from the source groups are moved into the target group securely.
Why is SAGE important for group management?
Managing groups manually at scale can lead to:
SAGE helps by:
Proactively suggesting cleanup actions
Keeping groups optimized for campaigns
This ensures your audience structure stays clean as your contact base grows.
